How to create a Report

This will be a basic tutorial on how to create a report.

1. Click on the Reports module on the left side of the screen. Once loaded, click on the blue Plus at the bottom-right
   
   
   
   
2. Once the pop-up window has loaded, click on Report Name at the top of the box. Name this report something simple and easy to identify
   
   
   
3. Click on Report Type and select Filtered Event Log
   
   
   
   • Date Range: Click on the drop-down to select the time period you would like this Report to show
     • Once selected, it will give a preview of the timeline beneath if you were to create that report
       
       
   • Select Event Types: This is where you'll select what will be reported.
     • For example, if you click on Offer Redeemed, then you will get a report of your Redeemed Offers
       
       
   • Select Export Columns: This will be the content of the report. (You can select any Field that is created)
     • Remember that you will have to select what you will want to be reported. If you'd like the First Name to be on the report, then you must select the First Name. 
       
       
       
       
4. At the bottom, you can add additional Rules to really specify what you would like in the report
   • For example, if you'd like only a specific Offer Redeemed to be reported. You would select Offer Name -> Contains Text -> "Name of Offer"
     
     
     
     
     
5. Once configured the way you'd like. Click the blue Save & Close.
   
   
   
   
6. Congratulations! Your report is all done. You can download it right now if you'd like. You can also set up an automation to have the report be sent to you at specific times. 

You did it, Congratulations!